Opinion: Kony, co-founder and CEO of Gaib
During the Gold Rush, it wasn’t someone who wanted fortune to get rich. It was assumed that you could take a pick or shovel and become wealthy overnight, but there was no guaranteed return. The benefits were infrastructure providers. Landowners, picks, shovel sellers and transport suppliers saw a true return on investment, but the rest searched day and night for gold they had never found.
This is still true today. Those who invest in “boom” infrastructure will win more than those who chase the hype. In the first quarter of this year, AI tokens dominated the crypto narrative, holding 37.5% of global investors’ interest in the first quarter. Digicle began diving in hopes of the next one being ten times more and falling into early retirement.
Not all integrations are shallow, and true progress is unfolding from a particular player, but the measurers flock to settlers like settlers running into the mine with noise chasing.
Calculate bottlenecks no one is looking at
By 2030, data centers will need around $7 trillion to keep up with computational demand. Without calculations, the AI project (or token) cannot exist. Like the infrastructure of the Gold Rush, it’s a bottleneck no one has seen. Calculation is the lifeblood of AI. It generates revenue and is essential, but still, resources are scarce. Crypto may not be aware of this yet, but the Tradfi institution certainly has it. Major institutional moves are taking place by stocking up on chips and investing in data centers. But at the same time, they are struggling to take on these transactions, and there is a lack of capital flow for AI operators.
Here’s the opportunity for crypto, and why the industry has been wrong so far. Crypto’s original ideal was to turn infrastructure into an open market, and did this for financial plumbing. Why not think about AI infrastructure? Retailers are buying headlines while facilities are purchasing hardware. While a market built on attention is not sustainable, a market built on ownership allows us to control our hands and create something that lasts forever.
Calculate as the first true live RWA
Beyond speculative token designs, the real yield from productive assets is within our reach. Compute is digitally native, configurable and measurable output. It is uniquely positioned as a top-class real-world asset (RWA). Instead of betting on the latest GPT memo coins, investors can go straight to the source and own a slice of what’s powering the next ChatGPT. This technology is realistic, existent, ready to build a market around this new economy-powered infrastructure. As users, all we have to do is shift our attention and be aware that we can potentially achieve both investors and society.
Related: $3.5 billion shift: How Bitcoin miners cash out with AI
The calculation is active. It stands out among traditional and passive RWAs, including bonds, real estate, art, collectibles. They hold “real value” but usually mimic the cradfi instrument. Meanwhile, the calculations provide live demand, AI models to generate yields in real time. This can be passed on to those participating in these capital markets as actual sustainable on-chine yields. It provides raw economic materials from the AI era, not tokenized paper assets. If Crypto wants problems with AI stacks, you should start here and jump to the new class of RWA.
If Crypto wants to shape AI, it will need to fund the rails
The Gold Rush revealed one thing. Infrastructure always portrays hype. The true power of Crypto has never followed the hype, but it has built an open, unstoppable market. AI may feel new, but lessons are timeless. Those who control the rails shape the future.
Opinion: Kony, co-founder and CEO of Gaib.
This article is for general informational purposes and is not intended to be considered legal or investment advice, and should not be done. The views, thoughts and opinions expressed here are the authors alone and do not necessarily reflect or express Cointregraph’s views and opinions.
